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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,982 | $84,628-51.6% | $61,501-33.4% | $134,545-69.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.95% | 585.61%-606.6pp | 339.04%-360.0pp | 418.37%-439.3pp |
| Employer contribution / active EE | $646 | $1,545-58.2% | $1,160-44.3% | $4,742-86.4% |
| Participant deferral / active EE | $8,200 | $2,819+190.9% | $2,125+285.9% | $6,401+28.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |